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Broadcom Sets $230 Billion AI Revenue Target While Stock Dips After Q3

Management says it has secured chip and memory supply to support multi‑gigawatt customer deployments with a target of more than $30 in EPS by 2028.

Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

Broadcom Launches $35 Billion AI XPV Platform to Fund Large-Scale Compute

Solaris Energy Hits Record as Capacity Deals Push Power Pipeline to 3.1 GW

BigBear.ai Nears $7 on Defense Buzz as Valuation Questions Persist

Pentagon’s AI Drive Elevates Palantir and IBM as Procurement Ramps Up

SoundHound Lands Red Lobster Phone-Ordering Deal as Shares Fall After Executive Stock Sales

Fed Rate Cuts Revive the Case for REITs as an Income Source

Marvell Sets Aug. 28 Q2 Earnings as AI Bets Draw Bullish Targets

Pentagon Awards $2.88 Billion Lot 18 F‑35 Engine Deal to Pratt & Whitney

Microsoft Gears Up to Deploy AI-Powered Copilot for the Pentagon by Summer 2025